Management Trades 23/12 – 03/01
Notable Transactions Buy(s) THB 472 mn Sell(s) THB 526 mn
Read More →Tag: scm
Stocks in the news (ap, cpn, crc, eastw, gpsc, scm, whaup) 09.11.23
AP maintains aggressive launch plan in 4Q, total 23 projects worth Bt35.74b comprise of 11 townhome (Bt11.05b), 9 SDH (Bt16.45b), 2 condo (Bt7.3b) & 1 upcountry projects (Bt940m), will kick-off presales of Bt2.3b condo 29 storey 593 units, Aspire Vibha-Victory, on double day 11.11. Comment: The decent listed players are doing far better than most […]
Read More →Stocks in the news (bch, bec, cpall, gpsc, gulf, pimo, scm, sena, tqm, trubb, true) 29.08.22
BCH keeps Bt17b FY revenue target supported by recovery domestic & international patients traffic, contribution from social security patients & specialty clinics, upside from Covid vaccine sales as government stockpile depleted. Comment: Not sure why we still need these flu shots… BEC mulls expand in-house studio to boost contents production, reduce costs and save time, […]
Read More →Stocks in the news (jwd, mcs, scm, thai, tisco) 12.11.21
Central Group expressed interest in Selfridge takeover, was working with Citi on deal, SKY news. Comment: They are going to eat the retail world in Europe at this rate, though I don’t see Central group paying above “fair prices” JWD anticipates FY21 revenue exceed Bt5b target after registered rec high for 3 consecutive quarter, will […]
Read More →Stocks in the news (fpt, glocon, ilink, scm, smt, syntec) 15.06.21
FPT sets Bt15b capex to expand rental warehouse, target 4m sq.m. by FY26, mulls selling assets total Bt1b into REIT, finalize plan in September, firms on Bt20b revenue target this year. GLOCON’s firm on 37% revenue growth target to Bt2,114m, with 60% from food business, with plan to launch plant-based protein in sale at Lotus […]
Read More →Stocks in the news (aeonts, ckp, fsmart, nyt, ptg, tsr, scm, spali, xo) 08.09.20
AEONTS sees lower LLP from improving assets quality, sees card spending pick-up from online shopping. CKP sees solid 3Q, the strongest this year, as higher water volume boosts output and profit. FSMART upbeats 2H outlook from 3 new launch products selling via top-up machines including insurance policies in cooperation w TQM, mini-ATM service, allowing withdraw […]
Read More →